After you have logged in, you will see a patient search window like below. Type in the last name first, followed by a coma, a space and then the patient's first name. E.g., (Day, Jason)
Sometimes, your search returns you with errors or no results. Here’s what you can do.
Search with parts of the name. E.g., instead of “Williamson, David”, you could search for “Williamson, D” or “Wil, Dav”. This will help you overcome spelling discrepancies that happen between two clinics
Make sure none of the the filters in the red box are ticked
Make sure the period view is set to “All Dates”. TIP: If you are unsure of the patient’s spelling but knew that the patient was seen within the month, then leave the patient name field empty and search under “Last 31 days”